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Iron Mountain

765 hedge funds and large institutions have $10.9B invested in Iron Mountain in 2022 Q2 according to their latest regulatory filings, with 79 funds opening new positions, 299 increasing their positions, 259 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more call options, than puts

Call options by funds: $133M | Put options by funds: $95.3M

15% more repeat investments, than reductions

Existing positions increased: 299 | Existing positions reduced: 259

7% more first-time investments, than exits

New positions opened: 79 | Existing positions closed: 74

0.39% less ownership

Funds ownership: 77.53%77.14% (-0.39%)

1% less funds holding

Funds holding: 776765 (-11)

10% less funds holding in top 10

Funds holding in top 10: 109 (-1)

12% less capital invested

Capital invested by funds: $12.4B → $10.9B (-$1.53B)

Holders
765
Holders Change
-11
Holders Change %
-1.42%
% of All Funds
12.89%
Holding in Top 10
9
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-10%
% of All Funds
0.15%
New
79
Increased
299
Reduced
259
Closed
74
Calls
$133M
Puts
$95.3M
Net Calls
+$37.8M
Net Calls Change
+$9.25M
Name Holding Trade Value Shares
Change
Change in
Stake
TFA
576
Toth Financial Advisory
Virginia
$227K
PPW
577
Pinnacle Private Wealth
Massachusetts
$227K +$35.6K +676 +17%
GWM
578
Gitterman Wealth Management
New Jersey
$225K -$30.5K -580 -11%
EVM
579
Evelyn V. Moreno
$224K +$242K +4,600 New
AWM
580
Apollon Wealth Management
South Carolina
$222K +$44.2K +839 +23%
WG
581
Welch Group
Alabama
$221K
CS
582
Comerica Securities
Michigan
$220K +$9.42K +179 +4%
BFS
583
Bradley Foster & Sargent
Connecticut
$219K
OSAM
584
O'Shaughnessy Asset Management
Connecticut
$216K -$9.74K -185 -4%
FTDI
585
First Trust Direct Indexing
Massachusetts
$216K +$37.4K +710 +19%
VI
586
Versor Investments
New York
$216K +$234K +4,439 New
TL
587
Tradewinds LLC
North Carolina
$214K +$231K +4,398 New
HWM
588
HB Wealth Management
Georgia
$212K +$11.8K +225 +5%
Acadian Asset Management
589
Acadian Asset Management
Massachusetts
$210K +$95.3K +1,811 +72%
XF
590
XML Financial
Maryland
$209K -$8.89K -169 -4%
BCI
591
Brinker Capital Investments
Pennsylvania
$209K +$2K +38 +0.9%
MGP
592
Metis Global Partners
California
$207K -$16.7K -317 -7%
CBOR
593
Community Bank of Raymore
Missouri
$207K
IWM
594
IHT Wealth Management
Illinois
$200K +$4.95K +94 +2%
S
595
SignatureFD
Georgia
$195K -$105 -2 -0%
BFEC
596
Benjamin F. Edwards & Company
Missouri
$194K +$7.05K +134 +3%
AIP
597
Ameritas Investment Partners
Nebraska
$192K
AA
598
Addison Advisors
Vermont
$190K
S
599
Surevest
California
$175K
Carson Wealth (CWM LLC)
600
Carson Wealth (CWM LLC)
Nebraska
$174K +$16.7K +318 +10%

IRM Hedge Fund Activity: Q2 2022 in Review

765 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Iron Mountain (IRM) for Q2 2022, worth a combined $10.9B — down 12% from $12.4B a quarter earlier.

Buyers outnumbered sellers: 79 funds opened new IRM positions and 74 closed out — a net gain of 5 holders — while 299 added to existing stakes and 259 trimmed.

The largest buyer was Pictet Asset Management (Switzerland), adding an estimated $61M. The largest seller was Janus Henderson Group, cutting an estimated $55.9M.

  • 765 institutional investors held Iron Mountain (IRM) as of Q2 2022, down from 776 in Q1 2022.
  • Funds reported $10.9B of Iron Mountain stock for Q2 2022, down 12% quarter-over-quarter.
  • 79 funds opened new Iron Mountain positions in Q2 2022 and 74 closed out, a net change of +5 holders.
  • The largest Iron Mountain buyer in Q2 2022 was Pictet Asset Management (Switzerland), an estimated $61M added.
  • The largest Iron Mountain seller in Q2 2022 was Janus Henderson Group, an estimated $55.9M sold.

Based on aggregated 13F filings for Q2 2022.